D.L. Carlson Investment Group’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $201K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $311K | Hold |
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|
2023
Q1 | $296K | Hold |
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|
2022
Q4 | $287K | Hold |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $293K | Hold |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $417K | Sell |
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|
2021
Q3 | $451K | Hold |
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|
2021
Q2 | $465K | Hold |
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|
2021
Q1 | $441K | Hold |
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|
2020
Q4 | $401K | Hold |
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|
2020
Q3 | $317K | Hold |
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|
2020
Q2 | $300K | Sell |
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|
2020
Q1 | $276K | Hold |
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|
2019
Q4 | $395K | Hold |
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|
2019
Q3 | $367K | Buy |
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